Uploading data to ETO using the Batch Upload feature. We recommend always starting a Batch Upload with the following tips.
Check Securities. Is this an action you can take in ETO? Do you have proper securities to allow you to record/edit/update TouchPoint or Participants?
Start Fresh. Download a fresh template for Batch Uploads. Copy and Paste data without formatting,
Double Check Data. Complete all required fields, duplicate check information, make sure dates are accurate, double check data
Test. Upload 1-2 rows of test data to ensure a proper upload
Upload. We do not recommend uploading over 600 rows at once. Larger files may take longer to process.
Walkthroughs of each Batch Upload type
Participants and Families
Entities and Users
Forms: Touchpoints, Referrals, Collections
Legacy (Legacy Uploads and Data)